franklin-grand isle united way annual report 2014
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Page 1 Franklin-Grand Isle United Way ANNUAL REPORT 2014
Page 2
Why LIVE UNITED?
Because this is our community—our neighbors, our families, and our future.
”
“
As we reflect on this past year, we are reminded of the challenges we have faced
and the united way we have met them. We witnessed our community continue to
struggle with the effects of the economic downturn. We saw companies in the area
downsize or close. We experienced a cold winter that placed additional burdens
on families and individuals already financially struggling. It comes as no surprise
that the effects of these economic difficulties increased the demand for basic assis-
tance throughout Franklin and Grand Isle Counties.
Yes, we experienced these challenges over the past year, but we also experienced
countless acts of caring and generosity. Over 1,850 local individual and corporate
donors gave to the campaign. Thanks to your generosity, FGIUW community part-
ners helped one out of every three people in our community. Your gifts fed hungry
families, supported housing solutions, and helped children with disabilities. Your
donations ensured that low-income seniors received transportation, medications,
and hot meals. Many teens are at lower risk because your gifts provided counselling
and after-school activities for them.
In addition to providing needed funding support to community partners, FGIUW
collaborated with other local organizations on special projects to help solve press-
ing community needs. For example, FGIUW remains heavily involved in looking
for solutions to substance abuse and helped bring the community together for The
Hungry Heart film discussions. Grappling with difficult issues like truancy, United
Way helps groups convene to dig deeper into the layers that accompany these com-
plex issues.
I am grateful to all who have helped improve the quality of lives in our community,
and I am inspired by their kindness. So much is possible when caring people and
resources are brought together to do the things that none of us can do alone. I look
forward to the upcoming year, optimistic that our community can accomplish even
greater things as we continue to work and live united.
Thank you for your support,
Terri O’Shea
President of the Board
LETTER FROM THE PRESIDENT
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Income – Promoting Financial Stability and Independence
Health – Improving People’s Physical, Mental and Social Well-being
Education – Helping Children and Youth Achieve Their Potential
What is the mission and vision of the Franklin-Grand Isle United Way?
Our missions is to improve lives by connecting people and resources to find solutions to our
areas most pressing needs. Our vision is to have a community where all individuals and
families are able to achieve their greatest potential through education, income stability and
healthy lives.
What does United Way do?
• United Way raises, invests and leverages philanthropic contributions to benefit residents
right here in Franklin and Grand Isle County.
• We convene public/private partnerships with businesses, community members, govern-
ment and non profit organizations
• We mobilize community members to take action, learn more, get involved, and volunteer
• We bring people together and connect all sectors of society around social and economic
issues that are important to our region
• We hold ourselves accountable to this cause
Advancing the Common Good through Community Impact
United Way works to assess all of the needs in our area and then develops strategies to address
those concerns. This may mean we research an issue, work with a coalition already in place,
fund an organization providing services in this area, or we might even develop a program of
our own. The Community Impact model takes us far beyond our traditional fundraising model.
While still helping people with their needs today through safety net Basic Needs services, we
also create deep and lasting changes by addressing the underlying elements that are the build-
ing blocks for successful lives and communities in the areas of Education, Income, and Health.
Page 4
HEALTH United Way believes a healthy region is a strong region, and our health under-
pins our ability to thrive at home, school and work. We know how important it
is to connect our most vulnerable neighbors with the resources they need to
lead healthier lives. United Way funds are awarded to support programs focused on health
education/prevention and health treatment/services, including programs that:
• Increase access to healthcare,
• foster safe community and homes,
• and encourage healthy choices
EVENTS AND INITIATIVES
Hungry Heart This year United Way spent a significant part of the year talking and working with community members about the critical issue of substance abuse. With thousands of residents in attendance at the film showings of The Hungry Heart, United Way was able to follow up with Community Forums and continues to meet with a small community led Steering Committee. We’ll be headed to Montpelier in June to join with other groups from around the state to share what’s working.
Dodgeball In search of a new way to reach out in the community in a healthy and fun way, the
PLAY UNITED Dodgeball Tournament was born. Thanks to Marilyn Billings
and a dedicated committee, our first tournament in 2013 raised about
$4,000. Who knew Dodgeball would be such a hit! We recently held our
2nd tournament and increased attendance and funds raised, both growing
by about 20%. From the serious to the silly, everyone seems to fine a way
to connect and enjoy the day. Will you be ready in 2015?
Community Partners Classic Golf Tournament Rain, rain and more rain
plagued our plans and the golf course this past summer causing the first ever
cancellation of our very popular golf tournament. Along with partners NMC
and NCSS, we were able to work with awesome and understanding sponsors
and players and were able to present the Country Club with a new AED as planned.
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EDUCATION Our aspiration is that all youth in Franklin and Grand Isle County will have multiple
opportunities to learn which help them achieve their potential. Therefor we invest in initiatives
and programs that encourage creativity, nurture natural curiosity, and help develop protective
factors so youth can succeed. United Way is currently focusing on three primary areas to
support education in Franklin and Grand Isle Counties:
• Ensuring all children are ready to enter school,
• that they have supports available to stay on track,
• and that they are prepared for success in work, college and life.
EVENTS AND INITIATIVES
Regional Truancy Project In 2011, Franklin-Grand Isle United Way funded work being done by
the Community Justice Center of St. Albans that took a holistic approach to excessive absences,
by engaging the entire family in a conference setting. Through this initiative a larger grant was
secured, and a local Prevention Policy Board was formed which meets regularly at United Way.
New and consistent protocols around truancy are being developed throughout our area as a result
of this work.
Learning United This year’s event featured not only a huge online auction which raised over
$11,000, but we were joined by many of our funded partners for a fantastic
Kid’s Fair with interactive education stations and free food and fun for all.
Back to School Each summer, United Way works with local vendors to help
set up drop off points for school supply collection. Backpacks fully supplied
can be made with a $20 donation to United Way's Back to School Program
ensuring all children can have the tools they need to get off to a great start.
Big Shabang Save the Date—June 14th! United Way will be taking on a great family event held in
the Champlain Islands. This free event will be all about making the most of local resources for a
healthy future. We’re partnering with Friends of Northern Lake Champlain and our theme is
Healthy Kids+Healthy Lake=A Healthy Vermont! Be sure to join us at Knights Point State Park!
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United Way believes that everyone deserves to have a job that allows them to provide for
their family and save for their future. We envision a community where all households gain
stability and become self-sufficient. Franklin-Grand Isle United Way volunteers and investors
support programs that help neighbors on the path to financial stability through a number of
different strategies and programs that:
• Ensure basic needs are met - this might be emergency assistance, housing/shelter, food
assistance, disaster response, & information and referral programs,
• work to develop affordable housing,
• increase job skill training & employment opportunities,
• and provide financial education.
INCOME
Socks, Socks, Socks. This year Franklin-Grand Isle United Way was the recipient of over 10,000
pairs of warm wool-blend socks from a very generous (and anonymous) distributor in Chittenden
County. Thanks to the help of several volunteers, and the great network of non-profits from the
Community Partnership, we were able to get these out across the region, reaching thousands of
people just in time for a cold winter.
Operation Happiness 2013 was another great year for Operation Happiness.
Satellite locations around the two county area expanded their capabilities (great
job, Swanton!) and more families than ever were served reaching every town in
our two county region!
Tax Assistance Beginning in 2012, United Way’s across the country have been partnering with
Walmart to offer tax assistance software at no cost to income eligible residents. Through our
website, residents were able to access a user-friendly program and file both state and federal re-
turns. Our hope is to increase utilization of the Earned Income Tax Credit, which is a benefit for
working people who have low to moderate income.
Page 7
2014-2015 BOARD OF DIRECTORS
& Committee
Mary Lou Beaulieu– Governance
Bob Begley– Community Impact
Stefanie Burl—Governance
Chris Chagnon—Finance, Chair
Patty Gale—Resource Development
Marilyn Grunewald—Community Impact
Kris Hoyt—Resource Development, Chair
Pat King Poirier—Finance
Alex Lehning—Governance
Danielle Lindley—Community Impact
Becky Manahan—Governance, Chair
Tina Mueller—Community Impact, Chair
Terri O’Shea - Resource Development
Angela Poirier—Finance
Patricia Rainville—Resource Development
Sally Sargent—Resource Development
Casey Scandore—Finance
PRESIDENT
Terri O’Shea
VICE PRESIDENT
Tina Mueller
SECRETARY
Becky Manahan
TREASURER
Chris Chagnon
BOARD MEMBERS RENEWING TERMS
For a 3 year period ending April 2017
Angela Poirier
Becky Manahan
Alex Lehning
NEW BOARD MEMBERS
For a 3 year term ending April 2017
Stefanie Burl
Casey Scandore
BOARD MEMBERS COMPLETING TERMS
Leo Gaudreau
Gene Archambault
2014-15 BOARD NOMINATIONS
Page 8
STATEMENT OF FINANCIAL POSITION
Franklin-Grand Isle United Way, Inc.
ASSETS
Unaudited Audited
2014 2013
CURRENT ASSETS
Cash and cash equivalents
283,363
285,114
Unconditional promises
256,714
277,756
Prepaid expenses
5,423
3,932
TOTAL CURRENT ASSETS
545,500
566,802
BUILDING AND OFFICE EQUIPMENT, net
113,792
119,116
TOTAL ASSETS
659,292
685,918
LIABILITIES AND NET ASSETS
CURRENT LIABILITIES
Payroll Tax Liabilities, Accrued Wages & Accounts Payable
7,361
7,828
Deferred grant & fiscal agent revenue
25,033
19,139
TOTAL CURRENT LIABILITIES
32,394
26,967
NET ASSETS
626,898
658,951
TOTAL LIABILITIES AND NET ASSETS
659,292
685,918
Page 9
STATEMENT OF ACTIVITIES
Franklin-Grand Isle United Way, Inc.
Unaudited Audited
2014 2013
PUBLIC SUPPORT AND REVENUE
Pledged contributions 318,969 352,150
Pledged contributions through other United Ways 67,616 80,956
Donations in kind 50,400 39,852
Grant revenues United Way Programs - 6,217
Fiscal Agent Income (includes Grants) 42,874 40,482
Special event revenue 86,555 95,493
Miscellaneous income 7,272 10,946
Interest income 1,120 1,875
Rental income 18,650 18,650
TOTAL PUBLIC SUPPORT AND REVENUE 593,456 646,621
EXPENSES
Program services 513,919 510,862
Administration 49,540 49,248
Fundraising 62,050 61,698
TOTAL EXPENSES 625,509 621,808
CHANGE IN NET ASSETS (32,053) 24,813
NET ASSETS AT APRIL 1 658,951 634,138
NET ASSETS AT MARCH 31 626,898 658,951
The Franklin-Grand Isle United Way financial statements and practices
will be audited for the period ending 3/31/14 by the accounting firm of
A.M. Peisch. Upon completion, the audited report may be reviewed at
the United Way office located at 48 Lower Newton Street in St. Albans.
Page 10
THE 2013-2014 COMMUNITY CAMPAIGN
(Includes all events such as Operation Happiness and the Community Partners Classic)
$3,975
$11,466.00
$48,778.00
$21,348.00
EVENTS
Dodgeball
Learning
United
GolfTournament
Operation
Happiness
Agriculture $1,860.00
Community Service Organizations $2,450.00
Finance/Banking/Insurance $38,820.34
Foundations $13,717.08
Government $6,018.19
Individuals $33,390.48
Manufacturing $159,101.60
Media $2,805.55
Medical $53,235.03
Non-profits $17,535.30
Other United Ways $67,771.11
Professionals $6,119.00
Religious Organizations $1,766.70
Retail/Wholesale $8,234.27
Schools $10,955.63
Small Business $9,615.02
Special Event Miscellaneous $21,369.68
Tourism $11,360.00
Transportation $3,193.65
Utilities $3,820.00
Campaign Map Total: $473,138.63
% Change from 2013: -10.50%
Campaign Goal: $525,000.00
% of Goal: 90.12%
Page 11
American Legion Auxiliary Post # 60 Marine Corps League - RH Vincelette Detachment
Casella Waste Management Merchants Bank
Comcast Foundation MorrisSwitzer- Environments for Health
Connor Contracting Nationwide
Energizer Northwestern Counseling & Support Services
Fairpoint Communications Northwestern Vermont Board of Realtors
Franklin County Rehab Center Peoples United Bank
Goldman Sachs Philadelphia Insurance Company
Harrison Concrete Price Chopper’s Golub Foundation
Hickok & Boardman Primmer Piper Eggleston & Cramer PC
Kissane Associates Raymond J Howrigan Scholarship Fund
Kittell, Branagan & Sargent Town of Fairfax
Leader Evaporator Vermont Precision Tools
Ben & Jerry`s Foundation Pfizer Inc.
Bernstein Global Wealth Management R.L. Vallee, Inc.
Hannaford Charitable Foundation St. Albans Rotary Club
Holy Trinity Episcopal Church TD Charitable Foundation
John LeClair Foundation The Richards Group
McDermott’s Inc. The Running of the Bells
MVP Total Home Center
PC Construction Company Walmart
Peoples United Community Foundation
A.N. Deringer, Inc. Perrigo Nutritionals & Perrigo Foundation
Mylan Technologies RockTenn Company
Northwestern Medical Center Tyler Place Family Resort
Peoples Trust Company
$10,000 AND ABOVE
Cargill Animal Nutrition IBM
Hackett Valine & MacDonald New England Federal Credit Union
$5,000- $9,999
$1,000- $4,999
$400- $999
LEADERSHIP CORPORATE GIVING
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Alburgh Community
Educational Center FedEx Lake Champlain Transportation
A.M.Peisch & Company Folsom Educational & Community
Center Marsh Inc.
Allstate Food Science Merchants Bank
Aon Insurance Managers Franklin County Home Health Agency Missisquoi Valley Union High School
Asten Johnson Franklin County Industrial
Development Corp. Morgan Stanley
AT&T Franklin County Rehab Center Mylan Technologies
BFA/NWTC- St Albans Franklin West Supervisory Union N.O.T.C.H.
BFA-Fairfax Franklin-Grand Isle United Way Nationwide
Blodgett Supply Co. Future Planning Associates Neagley & Chase Construction
Burlington Int'l Airport General Electric Company New England Air Systems
Burlington Telecom Georgia Elementary/Middle School New England Federal Credit Union
Care Partners Adult Day Ctr Grand Isle School North Hero Elementary School
Cargill Animal Nutrition Green Mountain Power Company Northwestern Counseling
& Support Services
Champlain College Hackett Valine & MacDonald Northwestern Medical Center
Champlain Housing Trust Hannaford - St. Albans NRG Systems, Inc.
Champlain Valley Agency on
Aging Hannaford - Enosburg Paquin Motors, Inc.
City of Burlington Hannaford - Swanton PayData Payroll Services
City of St. Albans Hannaford - S. Burlington Peoples United Bank
Comcast Highgate Elementary School Perrigo Nutritionals
Competitive Computing Howard Center for Human Services Pfizer Inc.
CVOEO IBM Polhemus
Dinse Knapp & McAndrew Isle LaMotte Elementary School Price Chopper
Engelberth Construction, Inc iSystems Real Page
Fairpoint Communications JCPenney Rhino Foods
Farrell Distributing Johnson Lambert & Company Rock-Tenn Company
Fed Government Employees Key Bank Shaw's Supermarket
Fletcher Allen Health Care Lake Champlain Chocolates Simplex Grinnel
EMPLOYEE CAMPAIGNS
Page 13
2013-2015
Grant Funded Programs Annual
Award
EXPANDED ACCESS TO HEALTHCARE
C.I.D.E.R. $ 11,200.00
Case Management through Champlain Valley Agency on Aging $ 8,000.00
Pediatric Palliative Care at Franklin Cty Home Health Agency $ 5,000.00
Meals On Wheels through Champlain Valley Agency on Aging $ 11,500.00
Care Partners Adult Day Program $ 5,500.00
Homemaker Program at Franklin County Home Health Agency $ 8,500.00
SAFE HOMES & COMMUNITIES
Voices Against Violence $ 10,900.00
Prevent Child Abuse Vermont $ 11,000.00
Franklin County Court Diversion $ 12,000.00
SUPPORTING HEALTHY CHOICES Turning Point Franklin County $ 7,600.00
Maple Leaf Farm $ 4,000.00
Vt Works For Women $ 4,300.00
Building Bright Futures $ 1,500.00
EMPLOYEE GIVING
St. Albans Cooperative
Creamery
St. Albans Free Library
St. Albans Messenger
St. Albans Town Educ. Center
St. Michael's College
Symquest
TD Bank - Highgate Plaza
TD Bank - Enosburg
TD Bank- St Albans
TD Bank - Richford
TD Bank - Swanton
Northwestern Counseling The Community Health Center
TJX Companies
Union Bank
United Way of Chittenden
County
University of Vermont
UPS, North New England
VT Energy Investment Corp
Vermont Federal Credit Union
Vermont Gas Systems
Vermont State Employees-
Vermont Housing Finance Agy
VT Student Assistance Corp
Vermont Systems
Village of Essex Junction
Visiting Nurse Association
SCHOOL READINESS
Child Care Resource Center $ 5,200.00
Get Ready in Nursery School -F.G.I. Bookmobile $ 10,000.00
STAYING ON TRACK
Champlain Adaptive Mounted Riding Program $ 5,000.00
Camp Rainbow— Northwestern Counseling & Support Services $ 7,700.00
Foster Grandparent Program -United Way of Chittenden County $ 10,000.00
Franklin County 4-H Program $ 5,000.00
G.I. County Mentoring - G.I. County Court Diversion $ 2,000.00
CREATING CONNECTIONS
Cornerstone Bridges Community Center $ 10,000.00
Lifeskills & Lost Arts—Fairfield C. Center & Bent Northrop Library $ 10,000.00
ENSURING BASIC NEEDS ARE MET Franklin County Senior Center $ 7,000.00
F. G. I. Community Action $ 6,000.00
AFFORDABLE HOUSING
Transitional Housing at Samaritan House $ 9,500.00
FINANCIAL EDUCATION
Growing Money Program at CVOEO $ 7,000.00
JOB SKILL TRAINING & EMPLOYMENT
Adult Education at NWTC $ 5,000.00
Parallel Justice Program at the St Albans Community Justice Ctr $ 6,000.00
HEA
LTH
ED
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ATIO
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Page 14
Gene & Jennifer Archambault Michael Hunter Ardelle Rich
Mary Lou Beaulieu Glenn J. Johnson Mary Lynn Riggs
Douglas Bell Steven Kappel Gary Rutkowski
Jonathan & Marilyn Billings Kenneth Kowalewitz Barbara Salg
Norman Boudreau David Kronoff Greg & Sally Sargent
Jesse & Dawn Bugbee Mark Larivee Kevin Scheffler
Chadd Bushey Don Lawrence Mariette K. Shepard
William Cain Ted Mable Louis St. John
Elizabeth N. Casavant David MacCallum L. Lowrey Sullivan
Edna & Robert Chagnon Kevin & Margaret J. Manahan Roger Thieken
Ross Collins Jennifer McConnell Bruce Thompson
Donna Corrigan Allan G. McLaughlin Timothy J. Valley
Jennifer M. Cortez William Merrill William N. Wagner
Albert F. Davis Nancy & Robert Mildrum Richard B. Weisburgh
Dorothy Dunsmore Alain & Tammy Morissette Donald & Nancy Wells
Veronica Fallon Donald Mueller Allen Yanney
James Farr Mike & Lynn O’Brien Peter & Rosemary Zamore
Suzanne Gagnon Faith Parker Jonathan Zehnacker
Uwe Goehlert, MD Joshua W. Partlow, CPA Robert Zelazo, MD
Amy L. Havreluk
THE MAPLE CLUB
Tim and Jill Bowen Kristin J. Lukens-Rose Mike Sturm
Sharon L. Craig William L. O’Connor, Jr. Wade Taylor
David & Erica DeBellis Kevin & Terri O’Shea David A. Thompson
Kent Eldridge Mr. Jeffrey Rimmer Mary Woodhouse
Martin Fletcher Matthew Sliva Tricia Wunsch
Keith Hanf Rusty & Deborah Spaulding Tony Yandow
John & Lisa Hango Meta Strick
THE MORGAN CLUB
$1000 and above
Individual & Employee Leadership Giving
Page 15
Lee Curtiss Devin L. Hurley Naomi J. Morin Carol Teague
Richard Archambault James W. Cushing Katherine B.
Hutchinson
Samuel &
Elizabeth Nelson Donald Teague
Gary Bates Randy Cutter Earl Katon Liisa Newton Michael Teague
Mary Bates Mari Donna Kathleen C. Keenan Casey P. O`Brien William K. Thurber
Joel Benward David Dow Randall King Linda Olmstead Louise Ticehurst
Lori Bondesen Michael Dubois Jacqueline L. Larivee Clem Paquette Donald L. Tinney
Sally Bortz Rosemarie Dubois Patricia M. Lariviere Rosaire Paquette Barbara Toof
Amy Brewer Mark Duso Jeffrey A. Lawrence Dennis M. Pease Monica Trombley
Lise M. Brooks Mary Elliott Diane M. Leach Pamela Pedersen Pat Trombley
Matthew Burgin Albert P. Farrington Kelly Leblanc Brian & Lisa
Pelkey Stacey L. Trudo
Robert J. Bushey Angelo & Betty
Finelli Laurie L. Ledoux Thomas Pfeiffer Kimberly Volk
Claire Campbell Lynne Fletcher Eric J. Lemery Jerry Pion John & Drena Voyer
Mike Cantell Donald Fournier Charles A. Loiselle Deborah F. Plant Tim Walsh
Jeffrey P. Carlson Michael J. Fournier Nicole Lotowitz Gordon Quilliam Patrick & Jeannette
Warn
Michelle Carner Patty Gale John C. Mahoney Greg Rainville MaryAnne Waters
Jane Catton Shane Garceau Becky Manahan Aaron T. Roberts Judith Wells
Suzanne A. Chabot Gary Geraw Christie Martin Mary A. Schraven John Wetherby
David Charron Lorenzo Gutierrez Robert A. Martin Sandra A. Scott Mark Wheel
Sue Chase Joseph Halko Matthew Christopher
Massey Stephen Sheldon Sal J. Wiggin
Kelly Q. Colling Daniel F. Hardy Agnes Masson Walter Sherrer David Wisell
Phillip Condon James Heald Maria Mateus Agam K. Sheth Alan Wright
Jeremy Conley John P. Heinlein Janet L. McCarthy Ned Shulman, MD Darlene Wright
Jamie L. Cortez Ray & Shirley
Henderson Karen McGovern Lynn Silk
Taylor & Marsha
Yates
William & Lori
Coseo Judith Higgins Vicki B. Menard Neal Smith
Frank & Judith
Zsoldos
Laurie Cosgrove Andrew Hoadley Kimberly M. Messier Joy Sylvester
Andrew Coutu Thomas Hungerford Chad Montgomery Alan Teague Thank You!
THE CLOVER CLUB
$250-$499
Page 16
Sally Bortz
Executive Director
Lori Coseo
Finance & Project Coordinator
Drena Voyer
Administrative Assistant
P.O. Box 387P.O. Box 387P.O. Box 387P.O. Box 387
48 Lower Newton 48 Lower Newton 48 Lower Newton 48 Lower Newton
St. Albans, VT 05478St. Albans, VT 05478St. Albans, VT 05478St. Albans, VT 05478
(802) 527(802) 527(802) 527(802) 527----7418741874187418